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Equibles

TD PRIVATE CLIENT WEALTH LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1551017 NEW YORK, NY
Back to WTRG Full portfolio

Position in WTRG

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$217,102
-$11,631 QoQ
Shares Held
5,667
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#479
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WTRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $254,202 across 4 Utilities - Regulated Water names. WTRG ranks #1 (85.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WTRG
Essential Utilities, Inc.
This page 		5,667 $217,102
2 AWK
American Water Works Company, Inc.
 266 $35,000
3 AWR
American States Water Co
 18 $1,487
4 YORW
York Water Co
 20 $613

All Filings in WTRG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $217,102 5,667
2026-03-31 $228,733 5,680
2025-12-31 $204,305 5,326
2025-09-30 $227,908 5,712
2025-06-30 $199,107 5,361
2025-03-31 $215,873 5,461
2024-12-31 $198,343 5,461
2024-09-30 $212,752 5,516
2024-06-30 $207,405 5,556
2024-03-31 $206,887 5,584
2023-12-31 $784 21
2023-09-30 $78,478 2,286
2023-06-30 $107,876 2,703
2023-03-31 $117,985 2,703
2022-12-31 $129,014 2,703
2022-09-30 $111,850 2,703
2022-06-30 $123,932 2,703
2022-03-31 $138,204 2,703
2021-12-31 $146,358 2,726
2021-09-30 $125,061 2,714
2021-06-30 $124,029 2,714
2021-03-31 $121,451 2,714
2020-12-31 $128,345 2,714
2020-09-30 $112,740 2,801
2020-06-30 $118,314 2,801
2020-03-31 $119,047 2,925

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